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Priceline Acquires AS Digital To Expand Its Global Presence In The Restaurant Reservation Segment

by Trefis Team
Priceline  (NASDAQ: PCLN) is gradually gearing up to provide TripAdvisor (NASDAQ:TRIP) with tough competition on the restaurant reservation segment outside the U.S.  So far, Priceline had been the undisputed leader in online restaurant booking in...
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Media Notes: Disney’s Studio To See Solid Growth With Or Without Dreamworks Deal, While CBS Live Stream Of NFL Highlights Changing Landscape

by Trefis Team
Media stocks largely remained stable for the week and the industry at large remained active with talks of a split between DreamWorks and Disney. In another note, Australia’s Becker inked a video deal with 20 th  Century Fox Studios. In yet anothe...
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Weekly Pay-TV Notes: Key Details On Comcast’s Watchble As Netflix Joins Hands With Vodafone Spain

by Trefis Team
The pay-TV industry saw significant activity this week, with Variety revealing key details regarding Comcast’s Watchable after the online video venture’s demo site was briefly left publicly accessible. On a separate note, Netflix has decided to s...
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Boeing Will Sustain Its Current Market Share In Commercial Airplane Deliveries

by Trefis Team
Boeing’s  (NYSE:BA) August Dreamliner 787 deliveries were higher than its monthly target and the company is surely going to exceed its annual target of 100 airplane deliveries by a wide margin. Given the trend so far, we believe Boeing will...
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Market Share And Broader Chinese Economy Risks Will Impact Baidu

by Trefis Team
Baidu  (NASDAQ:BIDU) has lost favor among Wall Street participants in the recent past — the stock has fallen by around 30% over the past three months, owing to various concerns facing both the company as well as the broader Chinese economy. While...
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Why Is Omni-Channel Imperative For American Eagle Outfitters?

by Trefis Team
With growing Internet penetration, a consistent customer shift from store to web shopping and the proliferation of smartphones and tablets,  American Eagle Outfitters ‘ (NYSE:AEO) direct-to-consumer business has grown rapidly. From $307 mil...
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 Death Knell For Adobe Flash As Google’s Chrome Withdraws Support, Though The Impact Will Be Minor

by Trefis Team
Google (NASDAQ:GOOG) recently withdrew support for Flash based content that includes online ads. Ads using Flash will now only open once the viewer clicks on the ad to activate it.  Support for Flash has waned with the emergence of HTML5, due to ...
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Why The Subscription Business Is Important For Pandora And Where Is It Going?

by Trefis Team
Pandora Media  (NYSE:P) earns the bulk of its revenues through advertisements by providing ad-supported free music to its users. However, with burgeoning content acquisition costs and sales & marketing expenses, the need for an alternate sust...
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L Brands August Sales Grow Steadily With Core Segment Focus Reaping Benefits

by Trefis Team
L Brands  (NYSE:LB), the parent company of Victoria’s Secret and Bath & Body Works, reported its August 2015 sales on September 3 rd . Driven by a strong demand for its Victoria’s Secret intimates and the PINK ‘Back to School’ line of p...
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Casino Notes: Our Revised Price Estimates For Casino Stocks Amid Continued Decline In Macau Gaming And Concerns Over Slower Growth In China

by Trefis Team
Casino stocks plunged in Tuesdays trading session this week after the Macau gaming data for August was released. Gross gaming revenues slipped 36% for the month, marking 15 th  straight month of decline. Back in the U.S., the Nevada Gaming Contro...
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Airlines Weekly Note: US Airlines Recover From Last Week’s Market Volatility

by Trefis Team
This week proved to be a positive one for a majority of the US airline companies, as they somewhat recovered from last week’s turmoil in global markets, caused due to investor fears over a potential slowdown in China, the world’s second largest e...
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Q2 2015 U.S. Banking Review: Outstanding Automobile Loans

by Trefis Team
The aggressive growth policy adopted by auto lenders over recent years coupled with the brisk pace of growth in the country’s economy continues to boost the auto lending industry, with data compiled by the Federal Reserve Bank of New York (...
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Light Truck Sales Lead The Way In The U.S. Automotive Market

by Trefis Team
Amid concerns of softer global economic growth, the U.S. automotive market continues to record solid growth led by the sustained high demand for SUVs/Crossovers. The country’s light-duty vehicle market rose 3.8% year-over-year through Augus...
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With Smartphone Business Floundering, Is Samsung Becoming A Semiconductor Company?

by Trefis Team
Samsung Electronics (PINK:SSNLF) is at a crossroads. Its flagship smartphone business has been struggling, with significant market share declines (down to about 22% in Q2’15 from 30%+ in 2013) and thinning margins, amid intense competition ...
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Barclays’ Sale Of Portuguese Ops At Discount Likely To Impact Exits In Italy, France

by Trefis Team
Earlier this week,  Barclays (NYSE:BCS) inked a deal with Spain’s Bankinter to sell a bulk of its retail banking operations in Portugal – the latest move by the British banking giant towards shrinking its retail presence in Europe. Th...
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